We are live on ! Find out more
SCHW icon

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
851
Seneca House Advisors
Virginia
$2.82M -$1.63M -16,630 -36%
MVA
852
Mount Vernon Associates
Maryland
$2.8M – – –
PAS
853
Parsonex Advisory Services
Colorado
$2.8M +$281K +2,863 +11%
Capstone Investment Advisors
854
Capstone Investment Advisors
New York
$2.8M +$2.92M +29,793 New
HIMS
855
Hager Investment Management Services
New Hampshire
$2.79M +$68.3K +696 +2%
Ritholtz Wealth Management
856
Ritholtz Wealth Management
New York
$2.79M -$5.98K -61 -0.2%
KA
857
Kintegral Advisory
New York
$2.78M -$128K -1,310 -4%
Capital International Inc
858
Capital International Inc
California
$2.78M +$229K +2,338 +9%
CNC
859
Canandaigua National Corp
New York
$2.77M +$2.89M +29,486 New
Savant Capital
860
Savant Capital
Illinois
$2.74M +$619K +6,309 +28%
BAM
861
Bayview Asset Management
Florida
$2.72M +$2.84M +28,977 New
LGT Fund Management
862
LGT Fund Management
Liechtenstein
$2.72M -$160K -1,634 -5%
Bridgeway Capital Management
863
Bridgeway Capital Management
Texas
$2.72M – – –
Fifth Third Wealth Advisors
864
Fifth Third Wealth Advisors
Ohio
$2.71M +$328K +3,342 +13%
WIM
865
WealthPlan Investment Management
Nebraska
$2.71M +$962K +9,810 +52%
CIAS
866
Capital Investment Advisory Services
North Carolina
$2.7M -$93.6K -954 -3%
EWM
867
EPG Wealth Management
Georgia
$2.7M +$46.4K +473 +2%
CC
868
Cypress Capital
Tennessee
$2.7M -$30.8K -314 -1%
LGA
869
Lebenthal Global Advisors
New York
$2.7M +$647K +6,597 +30%
Tema ETFs
870
Tema ETFs
New York
$2.69M +$14.4K +147 +0.5%
KA
871
Kozak & Associates
Colorado
$2.68M -$178K -1,816 -6%
Dakota Wealth Management
872
Dakota Wealth Management
Florida
$2.68M -$890K -9,071 -24%
Valeo Financial Advisors
873
Valeo Financial Advisors
Indiana
$2.66M -$656K -6,686 -19%
CCWM
874
Correct Capital Wealth Management
Missouri
$2.66M -$1.01M -10,312 -27%
LAM
875
L2 Asset Management
Massachusetts
$2.65M +$558K +5,689 +25%